Evelyn Partners in Newcastle Upon Tyne is seeking a Client Administrator to support Financial Planners and build strong client relationships. You will handle administrative tasks, prepare meeting packs and valuations, and maintain client records in line with company policies.
The role starts with full-time in-office work for six months, then moves to a hybrid pattern (3 days in the office, 2 at home). You will collaborate with Investment Managers and Financial Advisers, develop knowledge of
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Hybrid Client Admin – Financial Planning in Newcastle upon Tyne employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work environment in Liverpool that fosters collaboration and innovation. With a strong focus on employee growth, you will have access to professional development opportunities and the chance to engage with senior leadership, making your contributions impactful. The company values a supportive culture where your skills are recognised and rewarded, ensuring a meaningful and fulfilling career path.
